Latest
Japan
BASE Inc (4477 JP)
“Shopify of Japan” at 0.8x EV/Sales
Weekly Highlights
Thematic reports
Something is rotten in the state of Korea
But the drama is more or less over. Estimated reading time: 17 minutes
Portfolio
Portfolio review December 2024
One new position. Estimated reading time: 22 minutes
Weekly Highlights
Thematic reports
2024 review
Estimated reading time: 13 minutes
Deep-dives
Fairfax India (FIH/U CN) － 2024 update
Gearing up for a 2025 BIAL IPO. Estimated reading time: 23 minutes
Weekly Highlights
Season's Greetings
The bubble tea craze
Estimated reading time: 19 minutes
